← Tributary

STEVE ROBBINS, INC.

FLORISSANT, MO · CRD 117909 · IAPD ↗ · 314-839-4600

$90.2MRegulatory AUM
1Advisory reps
4Employees
23Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — STEVE ROBBINS, INC. (FLORISSANT, MO) left the SEC roster (was $90.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
March 2024 — STEVE ROBBINS, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.